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A GRID for this series of workshops is available in PDF format.
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40. A Primer on Fiduciary Responsibility for 401(k) Plan Sponsors
Take part in this primer for sponsors of 401(k) plans and gain
a better understanding of your fiduciary duties. Walk away
with tools to help you better manage your responsibilities.
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41. PPA Phase II: Implementing Automated Services
While the Pension Protection Act has provided plan
sponsors with additional incentives to implement
automated services to help reach plan goals, the number
of companies offering these services has not yet reached
50% industry wide. Research supports this approach, but
it takes some organizations longer to make these changes.
Based on best practices, learn how to implement these
changes gradually—your participants will thank you later.
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42. Automatic Enrollment Best Practices: What Works and Why
Are you on the fence about automatic enrollment or
escalation? Soak up the latest research, case studies and
peer feedback on what makes the most successful 401(k)
plan. Participate in a frank discussion of costs, what to ask a
plan administrator and whether automatic features are the
best way to reach those who always seem to fall through
the retirement savings cracks.
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43. A Little Less Conversation, a Little More Action: Has Client Satisfaction "Left the Building"?
Whether you’re a plan sponsor for a 401(k), profit sharing
plan, pension plan or all three, you depend on strong
working relationships with your retirement plan services
providers. But how can sponsors measure the success of
those provider relationships? And what are providers doing
to regularly gauge client satisfaction with their products
and services? Learn what satisfaction looks like in the record
keeping industry—including survey techniques, both new
and tried-and-true tools of the trade, and executive sponsor
programs that take relationship management to a new level.
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